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so many of you have asked for a way to print out their defined Pipeline...here you go!

 

REPORT INPUT:

person running report chooses a single Pipeline from the pulldown at report run time

the pulldown is populated with all active Pipelines as defined in your Daylite>Preferences>Pipelines

see screenshot for report input [3rd screenshot for this product]

 

PRODUCT DESCRIPTION:

this report gives you the full picture of how your selected Pipeline is defined per your Daylite>Preferences>Pipelines

it includes the Stages and each Task or Appointment within each Stage

it's especially helpful for staff meetings, as it's a great way to print out your Pipeline to see where adjustments need to be made

 

for each Stage, we show its Tasks and Appointments as they appear in your Daylite>Preferences>Pipeline>selected Pipeline [see 4th screenshot for this product]:

  • box icon if activity is a Task, clock icon is activity is an Appointment
  • Task or Appointment Name
  • Task or Appointment Owner name
  • Task or Appointment relative date [ie x days before end, x days after start, etc]
  • Task or Appointment skip days shown as strikethrough [ie if you skipped Sunday and Monday on a Task, sun,mon is shown with a line through the words] 
  • Task Priority shown as a flag icon [High Priority is a red flag, Medium Priority is a green flag, Low Priority is a blue flag, No Priority is a grey flag]
  • Task or Appointment Category

 

ADDITIONAL INFO ABOUT THIS PRODUCT:

  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit; Blue Rock has not programmed any manual page breaks into this report
  • the Daylite report engine stops at 100 pages
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Pipeline Definition with per-Stage Activities - DL004

SKU: REPORTPREFS-004
$29.00Price

woo! you're getting 33% off 3

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